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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Adam Ackerman (CRD# 6447420) is an Investment Advisor Representative working at Bna Wealth in Rock Hill, SC and has over 8 years of experience in the finance industry. Adam Ackerman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bernard Ackerman (CRD# 3103002) is an Investment Advisor Representative working at Bna Wealth in Rock Hill, SC and has over 24 years of experience in the finance industry. Bernard Ackerman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Richard Addis (CRD# 3143354) is an Investment Advisor Representative working at Milestone Investments, Inc. in Charlotte, NC and has over 25 years of experience in the finance industry.
Scott Albright (CRD# 4514266) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 21 years of experience in the finance industry.
Adam Aldrich (CRD# 4894510) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 19 years of experience in the finance industry.
Gregory Allen (CRD# 2826960) is an Investment Advisor Representative working at Lpl Financial LLC in Charlotte, NC and has over 19 years of experience in the finance industry.
Thomas Alvis (CRD# 6596641) is an Investment Advisor Representative working at Elevated Performance Investment Group, LLC in Charlotte, NC and has over 8 years of experience in the finance industry.
Lori Ameo (CRD# 2181167) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Mill, SC and has over 16 years of experience in the finance industry.
Elizabeth Anderson (CRD# 6625515) is an Investment Advisor Representative working at Anderson Griggs Investments in Rock Hill, SC and has over 7 years of experience in the finance industry. Elizabeth Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Justin Anderson (CRD# 5084032) is an Investment Advisor Representative working at Anderson Griggs Investments in Rock Hill, SC and has over 18 years of experience in the finance industry.